Legacy Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Legacy Advisors, LLC reported 250 stock positions worth $809.6 million. Its top holding was GMO U.S. Quality ETF (QLTY) at 14.1% of the portfolio, followed by Mastec (MTZ, 10.0%) and Vertex Class A (VERX, 4.1%).
- Most Recent 13F
- Q2 2026
- Location
- PLYMOUTH MEETING, PA
- CIK
- 0001720969
- Portfolio Value
- $809.6M (Q3 2025)
- SEC Filing
- 0001720969-25-000003 ↗ filed Nov 13, 2025
Holdings Value
Holdings 250 stocks · $809.6M
| QLTY GMO U.S. Quality ETF | 14.09% | 3,145,815 | $114.1M | — |
| MTZ Mastec Inc. | 10.01% | 380,708 | $81.0M | — |
| VERX Vertex Inc. Class A | 4.11% | 1,343,779 | $33.3M | — |
| IWB iShares Russell 1000 ETF | 4.04% | 89,578 | $32.7M | — |
| AAPL Apple Inc. | 3.69% | 117,259 | $29.9M | — |
| IJR iShares Core S&P Small-Cap E | 3.30% | 224,564 | $26.7M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.26% | 39,675 | $26.4M | — |
| IVV iShares Core S&P 500 ETF | 3.18% | 38,412 | $25.7M | — |
| IWR iShares Russell Mid-Cap ETF | 2.59% | 216,908 | $20.9M | — |
| META Meta Platforms Inc. Class A | 2.52% | 27,831 | $20.4M | — |
| MSFT Microsoft Corp. | 1.79% | 27,962 | $14.5M | — |
| XLK SS Technology Select Sector | 1.79% | 51,325 | $14.5M | — |
| GOOGL Alphabet Inc. Class A | 1.67% | 55,470 | $13.5M | — |
| AMZN Amazon.com Inc. | 1.54% | 56,658 | $12.4M | — |
| RBLX Roblox Corp. Class A | 1.48% | 86,239 | $11.9M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.38% | 22,228 | $11.2M | — |
| VOO Vanguard S&P 500 ETF | 1.32% | 17,385 | $10.7M | — |
| MDY State Street SPDR S&P Midcap | 1.26% | 17,097 | $10.2M | — |
| BSY Bentley Systems Inc. Class B | 1.23% | 193,998 | $10.0M | — |
| UBER Uber Technologies Inc. | 1.20% | 99,573 | $9.8M | — |
| QQQ Invesco QQQ Trust Series 1 | 1.19% | 16,089 | $9.7M | — |
| OEF iShares S&P 100 ETF | 1.14% | 27,708 | $9.2M | — |
| DFAC Dimensional US Core Equity 2 | 1.14% | 238,363 | $9.2M | — |
| NVDA Nvidia Corp. | 1.02% | 44,383 | $8.3M | — |
| IWF iShares Russell 1000 Growth | 1.01% | 17,538 | $8.2M | — |
| JNJ Johnson & Johnson | 0.74% | 32,336 | $6.0M | — |
| VTI VG Morningstar TS MKT ETF-US | 0.69% | 16,975 | $5.6M | — |
| SCHD Schwab US DVD Equity ETF | 0.69% | 204,531 | $5.6M | — |
| GOOG Alphabet Inc. Class C | 0.68% | 24,952 | $5.5M | — |
| FULT Fulton Financial Corp. | 0.65% | 281,104 | $5.2M | — |
| TSLA Tesla Inc. | 0.65% | 11,761 | $5.2M | — |
| JPM JPMorgan Chase & Co. | 0.62% | 15,931 | $5.0M | — |
| VYM Vanguard High DVD Yield ETF | 0.60% | 34,446 | $4.9M | — |
| GLD SPDR Gold Shares | 0.59% | 13,333 | $4.7M | — |
| MELI MercadoLibre Inc. | 0.54% | 1,859 | $4.3M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.49% | 13,524 | $4.0M | — |
| MCD McDonald's Corp. | 0.49% | 12,959 | $3.9M | — |
| EPD Enterprise Products Partners | 0.45% | 116,454 | $3.6M | — |
| ABBV Abbvie Inc. | 0.42% | 14,701 | $3.4M | — |
| GQGU GQG US Equity ETF | 0.42% | 133,806 | $3.4M | — |
| VXUS Vanguard Total Intl Stock | 0.41% | 45,436 | $3.3M | — |
| SDY SS SPDR S&P Dividend ETF | 0.39% | 22,300 | $3.1M | — |
| HIMS Hims & Hers Health Inc. | 0.36% | 51,600 | $2.9M | — |
| VYMI Vanguard Int High DVD YLD Inc. | 0.33% | 31,351 | $2.7M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.30% | 9,644 | $2.5M | — |
| WMB Williams Cos Inc. | 0.30% | 38,274 | $2.4M | — |
| ABT Abbott Laboratories | 0.30% | 18,066 | $2.4M | — |
| GSLC Goldman Activebeta US LC ETF | 0.29% | 17,673 | $2.3M | — |
| XLP SS Consumer Staples Sel Sect | 0.28% | 28,522 | $2.2M | — |
| TSM Taiwan Semiconductor-SP ADR | 0.27% | 7,788 | $2.2M | — |
| NNE Nano Nuclear Energy Inc. | 0.25% | 53,508 | $2.1M | — |
| EFX Equifax Inc. | 0.25% | 7,893 | $2.0M | — |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.25% | 6,503 | $2.0M | — |
| ORCL Oracle Corp. | 0.25% | 7,075 | $2.0M | — |
| COST Costco Wholesale Corp. | 0.25% | 2,149 | $2.0M | — |
| XOM Exxon Mobil Corp. | 0.24% | 17,516 | $2.0M | — |
| BABA Alibaba Group Holding-SP ADR | 0.24% | 10,696 | $1.9M | — |
| IVW iShares S&P 500 Growth ETF | 0.23% | 15,552 | $1.9M | — |
| AVGO Broadcom Inc. | 0.23% | 5,569 | $1.8M | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.22% | 15,851 | $1.8M | — |
| SPOT Spotify Technology SA | 0.22% | 2,594 | $1.8M | — |
| PNC PNC Financial Services Group | 0.22% | 8,908 | $1.8M | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.22% | 34,208 | $1.8M | — |
| ET Energy Transfer LP | 0.22% | 101,747 | $1.7M | — |
| HCA HCA Healthcare Inc. | 0.21% | 4,057 | $1.7M | — |
| IWM iShares Russell 2000 ETF | 0.21% | 7,138 | $1.7M | — |
| V Visa Inc. Class A | 0.21% | 4,991 | $1.7M | — |
| NVR NVR Inc. | 0.21% | 211 | $1.7M | — |
| IWD iShares Russell 1000 Value E | 0.20% | 7,964 | $1.6M | — |
| APH Amphenol Corp. Class A | 0.20% | 12,891 | $1.6M | — |
| ITOT iShares Core S&P Total U.S. | 0.20% | 10,867 | $1.6M | — |
| NFLX Netflix Inc. | 0.19% | 1,309 | $1.6M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.19% | 3,210 | $1.5M | — |
| PEP Pepsico Inc. | 0.18% | 10,469 | $1.5M | — |
| NSC Norfolk Southern Corp. | 0.18% | 4,850 | $1.5M | — |
| MA Mastercard Inc. Class A | 0.18% | 2,511 | $1.4M | — |
| EFA iShares MSCI Eafe ETF | 0.17% | 15,155 | $1.4M | — |
| HD Home Depot Inc. | 0.17% | 3,472 | $1.4M | — |
| NOW ServiceNow Inc. | 0.17% | 1,521 | $1.4M | — |
| LLY Eli Lilly & Co. | 0.17% | 1,796 | $1.4M | — |
| ISRG Intuitive Surgical Inc. | 0.17% | 3,061 | $1.4M | — |
| XLV SS Health Care Select Sector | 0.17% | 9,731 | $1.4M | — |
| IVE iShares S&P 500 Value ETF | 0.17% | 6,482 | $1.3M | — |
| VTWO Vanguard Russell 2000 ETF | 0.16% | 13,375 | $1.3M | — |
| IJH iShares Core S&P Midcap ETF | 0.16% | 19,994 | $1.3M | — |
| AXP American Express Co. | 0.15% | 3,720 | $1.2M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.15% | 6,413 | $1.2M | — |
| AMGN Amgen Inc. | 0.15% | 4,248 | $1.2M | — |
| JAAA Janus Henderson Aaa Clo ETF | 0.15% | 23,533 | $1.2M | — |
| CNO Cno Financial Group Inc. | 0.14% | 28,968 | $1.1M | — |
| SPHQ Invesco S&P 500 Quality ETF | 0.14% | 15,000 | $1.1M | — |
| VG Venture Global Inc. Class A | 0.14% | 77,091 | $1.1M | — |
| FISV Fiserv Inc. | 0.13% | 8,403 | $1.1M | — |
| EMR Emerson Electric Co. | 0.13% | 8,207 | $1.1M | — |
| CMCSA Comcast Corp. Class A | 0.13% | 34,132 | $1.1M | — |
| BX Blackstone Inc. | 0.13% | 6,214 | $1.1M | — |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.13% | 1,108 | $1.1M | — |
| PFS Provident Financial Services | 0.12% | 51,668 | $996K | — |
| CVX Chevron Corp. | 0.12% | 6,170 | $958K | — |
| GCOR Goldman Sachs Access US Agg | 0.12% | 22,762 | $951K | — |
Options reported separately and not counted above: TSLA calls ($224K), UNH puts ($1K).
Portfolio Sells Q3 2025
No earlier filing to compare with.
Portfolio Buys Q3 2025
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 337 | $1.1B | QLTY, VOO, IJR, MTZ, AAPL |
| Q1 2026 | 279 | $848.2M | QLTY, IJR, IVV, IWB, AAPL |
| Q4 2025 | 288 | $931.0M | QLTY, MTZ, IVV, AAPL, IWB |
| Q3 2025 | 250 | $809.6M | QLTY, MTZ, VERX, IWB, AAPL |
| Q2 2025 | 18 | $6.3M | QLTY, VERX, MTZ, FULT, DFAC |
| Q1 2025 | 432 | $971.6M | MTZ, VERX, JGRW, AAPL, IWB |
| Q4 2024 | 410 | $1.0B | MTZ, VERX, JGRW, AAPL, IWB |
| Q3 2024 | 376 | $923.3M | MTZ, VERX, AAPL, IWB, MSFT |
| Q2 2024 | 327 | $822.5M | MTZ, VERX, AAPL, IWB, MSFT |
| Q1 2024 | 314 | $791.4M | MTZ, VERX, IWB, IVV, AAPL |